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pdirect,
If you edit the grid in the customer screen you can add the CustomerType column to the grid and use the grid filter to search by specific customer type. You can even set the CustomerType column's advanced options to make it hidden when it first loads. When you set a grid column is hidden clicking on the gear at the bottom of grid ...
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pdirect,
To create a customer as a lead you do not have to go into the advanced search options, you just need to check the Is Lead Status Only checkbox under additional info. If you customize the screen you can have it automatically default to checked by setting the default value for that checkbox or moving that checkbox to the Address Info tab ...
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pdirect,
If you edit the grid on the screen (Item List) found at Home > Items and remove the Go to... column it should stop users from editing items because if they can't go to an item they can't edit it. You may also want to hide the New button. It is possible to make any screen in Method read-only by hiding or disabling any button ...
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pdirect,
What exactly are you trying to limit them from doing? Are you trying to stop them from removing/editing items as whole or removing/editing items from invoices/estimates/etc...? .
-Michael
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RebeccaCA,
I would check to make sure that the Sales Order that are not syncing over have Waiting For Sync Approval? unchecked and that they are not showing up in the conflicts (QuickBooks > Resolve Conflicts).
-Michael
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pdirect,
In Method you can limit which Tabs a user can see, if you don't want to them to be able to edit or delete items them from the item list you can either not give them access to the Tab where the items screen exists or remove the Go To or Delete columns from the grid.
-Michael
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Andy,
If you go to Customize > Screens and click Copy / Import Screen located at the bottom of the window, you have the option to copy from the Method Library. You should be able to find all the Standard Method Full Blown screens in the Method Library.
-Michael
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John,
For any question particular to QXO it is best to post on the QXO forums since we aren't familiar with the features available in QXO as it is developed by the QXpress Team using the Method Platform.
The only integration Method has with Outlook is through the Outlook plug-in. The outlook plug-in allows you to add any email sent through ...
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One more point I want to make is that this sometimes happens when IE8 is not running under compatibility mode (Tools > Compatibility View).
-Michael
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Dave,
Can you enable the MethodSupport user and email your account name to m.melo@methodintegration.com and I will take a look at this on your account.
-Michael
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